Editing banking transactions
When you first start adding banking transactions to QuickBooks, you will need to review each transaction to ensure it has a proper payee (vendor) or customer and account category assigned to it. As you begin to repeat transactions, QuickBooks will remember how a transaction was recorded previously, and it will automatically assign the payee (vendor) and account category for expenses. Be sure to verify that everything is correct before recording the transaction in QuickBooks.
Follow these steps to edit banking transactions in the Banking Center:
- From the left menu bar, select Transactions and then Bank transactions, as indicated in Figure 9.6:
Figure 9.6: Navigating to the Banking Center
- Click on the For review tab, as indicated in Figure 9.7:
Figure 9.7: The For review tab in the Banking Center
- Click anywhere within any of the banking transactions listed to make any necessary changes, as indicated...
